This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.02 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$169MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$166M

Private client RAUM

$164MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$84.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

213

Individual clients

152

High net worth clients

58

Custody, client assets

$4.8M

SEC number

801-130193

CRD

125584

Filings on the tape

12

First filed

Apr 4, 2012

Latest filed

Mar 12, 2026

Organised

Corporation, NJ

• Occurred

  Jul 15, 2024
  Succession filed (Item 4)

  Michael J. Porro & Co. Financial Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 4 days ago
• Occurred

  Apr 2, 2024
  First Form ADV filing

  Michael J. Porro & Co. Financial Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba4eb33e-4d1e-e4dd-5fcd-63a8f100aec1

First observed

Apr 4, 2012

Last observed

Mar 12, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.